+37.1%
GEO vs VT
+0.4%
+36.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -4.1% | -4.5% | -4.9% |
| 7D | -11.8% | -4.2% | -7.6% | -8.1% |
| 30D | -15.9% | -5.8% | -10.1% | -11.3% |
| 3M | -19.9% | -5.2% | -14.6% | -15.9% |
| 6M | +37.1% | +0.1% | +37.0% | +26.1% |
| All | +37.1% | +0.4% | +36.7% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling